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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
17 Bridge Square, Suite 4, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2004 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Lpl Financial, Llc | Westport | CT | 03/2025 | Present |
1- 03/24/2025 - Cedar Point Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date 03/24/2025 - 160 Hours per month/ 8 Hours During Trading. 2- 03/24/2025 - Communite - Business Owner - Not Investment Related - New York, NY - Start date 01/01/2019 - 5 Hours per month/ 0 Hours During Trading. 3) 08/18/2025 - Cedar Path Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date 09/04/2025 - 160 Hours per month/ 8 Hours During Trading. 4) 08/18/2025 - Cedar Path Wealth Management - Investment Related - Non-Variable Insurance - At reported business location(s) - Start Date 10/01/2025 - 160 Hours per month/ 8 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-12 |
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